Portfolio Manager at Private
Vancouver, Canada Area
Portfolio Manager at Private
Vancouver, Canada Area
Business management/development, strategic development, investment management, investment research, security analysis, securities trading
(Investment Management industry)
March 2008 — Present (1 year 10 months)
The analysis as well as trading of equities via the NYSE & it's DOW/S&P 500/Nasdaq components.
Primarily trade index and commodity ETF's.
(Investment Management industry)
January 2006 — Present (4 years )
Manage my own and a few private clients money via a joint investment account.
Investment style is strictly deep value based and all investments are made only after both a quantitive and qualitive analysis depicts that a company is undervalued in the marketplace as compared to their intrinsic value.
(Telecommunications industry)
July 2006 — July 2008 (2 years 1 month)
Privately held marketing/advertising firm focused primarily on small/mid-size business clients.
Oversaw all aspects of the business from developing a corporate strategy to consulting on business development/sales operations as well as working directly with the owners and staff to ensure that all projections/quotas are met.
(Public Company; 10,001 or more employees; Security and Investigations industry)
June 2004 — June 2006 (2 years 1 month)
Wholly owned operating subsidiary of publicly traded Tyco International Ltd.
Became the youngest director of training and development in the 136 plus year history of the security services company.
Oversaw the entire sales department recruiting process from interviewing potential new hires to providing ongoing sales support and training once they had formally joined the company.
(Public Relations and Communications industry)
January 2004 — July 2004 (7 months)
National privately held public relations firm specializing primarily in the in the retail super-sector.
First corporate position at the age of 17. My day to day responsibilities saw me developing the overall sales strategy for my individual sales team, designating local sales territories, providing ongoing training and support as well as performing all reporting functions to the director of business development.
Science, English, Computers, Mathmatics 2000 — 2003
Investing, Economics, Reading
Youth in Motion Top 20 Under 20 Award Nominee